WWA
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WCG Wealth Advisors’s Exelon EXC Stock Holding History

WCG Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,528
Closed -$546K – 288
2024
Q1 		$546K Buy
14,528
+34
+0.2% +$1.28K 0.05% 214
2023
Q4 		$520K Buy
14,494
+1,301
+10% +$46.7K 0.04% 245
2023
Q3 		$589K Buy
+13,193
New +$589K 0.04% 232